Vice President, Client Services – Non - listed Issuers (hybrid - Flexible Options)

Vice President, Client Services – Non-Listed Issuers (Alternative Investments, Reits, And Bdcs)

At Broadridge Financial Solutions, our purpose is clear: we earn our clients' confidence every day by delivering real business value through leading technology-driven solutions that set the standard for the financial services industry—and beyond. Our mission is rooted in trust, innovation, and a collaborative spirit that places our clients at the center of everything we do.

We are searching for a strategic, client-focused Vice President, Client Services– Non-Listed Issuers (Alternative Investments, REITs, and BDCs) to join our team. In this leadership role, you'll be the primary advocate for our top-tier alternative asset clients, driving innovative campaign strategies and enhancing their Broadridge experience. You'll work cross-functionally with sales, operations, and product teams to strengthen client engagement, ensure delivery of impactful solutions, and support overall retention and growth.

Key Responsibilities

• Client Retention & Growth: Develop and strengthen relationships with key clients, acting as Broadridge's ambassador; maintain regular touchpoints and champion their business needs across all lines.
• Campaign Strategy & Presentation: Collaborate with internal stakeholders to define Proxy campaign roadmaps—detailing solicitation windows, required services (e.g., social media, call center, print), budgets, and timelines; confidently present strategies to clients.
• Operational & Strategic Campaign Oversight: Be present and engaged in regular calls with clients, oversee campaign progress, monitor timelines, escalate issues, and provide coaching to strategists for successful outcomes.
• Sales Support: Partner with sales/account executives to articulate client requirements, contribute to proposals, build engagement strategies, and deliver executive presentations.
• Regulatory Navigation: Monitor industry changes, adapt internal processes to new regulations, and support development of compliant solutions.
• Data Reporting & Vendor Collaboration: Partner with internal analytics teams and external vendors to ensure accurate, actionable campaign reporting and continued alignment across operations.
• Represent Broadridge at Industry Events: Maintain active membership at industry organizations and participate in in-person and hybrid events throughout the year.

Minimum Qualifications

• Bachelor's degree in Business Administration, Finance, or related discipline required; advanced degree a plus.
• Minimum 10 years' experience in the alternative investments, asset management, or financial services industry, preferably in a client-facing or sales support leadership capacity.
• Exposure to or knowledge of Proxy is preferred.
• Experience managing proxy campaigns preferred.
• Demonstrated expertise in relationship management, campaign/project planning, and strategic consulting to large institutional clients.
• Outstanding communication and presentation skills, comfortable addressing executive-level stakeholders—both internal and external.
• Advanced proficiency in Word, Excel, PowerPoint, and CRM/project management systems.
• Strong analytical, organizational, and problem-solving abilities.
• Ability to travel for client meetings and represent Broadridge at industry events as needed.

Benefits & Hybrid Work Structure

The Broadridge Connected Workplace empowers you with a hybrid schedule—balancing onsite collaboration and offsite flexibility. We offer a competitive benefits package, ongoing learning opportunities, and a team that supports your growth.

Commitment to Diversity, Equity, & Inclusion

We believe our best innovations come from diverse perspectives. We are dedicated to an environment where everyone feels safe, respected, and empowered to contribute fully—whatever your background, identity, or abilities.

Disability Assistance

Broadridge provides equal employment opportunities to all and ensures a welcoming environment for individuals with disabilities. If you need an accommodation during the application or hiring process, please contact us at 888-237-7769.

Join us and help set the industry standard for client experience in alternative investments.

Salary range $200,000.00- $235,000.00. Bonus Eligible.

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone's unique perspective.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769.